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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Walsh is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alexander has been in the industry since 1995 and has a wide range of experience, including working for Advest, Inc. and Wells Fargo Clearing Services, LLC. Alexander is registered as an Investment Advisor Representative and holds Series 7, 31, 63, and 65 licenses. Alexander is also registered in multiple states, including Connecticut, California, Colorado, Delaware, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Vermont, Virginia, and Washington. Alexander specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Alexander is also a part owner of Towermark Wealth Management LLC and Kettle Cove Limited.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
07/11/2018 - Present
Wells Fargo Advisors Financial Network, LLC (AVON CT)
CT
07/08/2005 - 07/11/2018
WELLS FARGO CLEARING SERVICES, LLC (WEST HARTFORD CT)
CT
01/24/1995 - 07/25/2005
ADVEST, INC. (HARTFORD CT)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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